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Name Holding Trade Value Shares
Change
Change in
Stake
AA
826
Alta Advisers
United Kingdom
$243K -$106K -500 -29%
BWA
827
Basecamp Wealth Advisors
Washington
$243K +$261K +1,234 New
CA
828
CoreCap Advisors
Michigan
$243K +$19.2K +91 +8%
QWP
829
Quotient Wealth Partners
Texas
$243K -$22.8K -108 -8%
BFIC
830
Bedell Frazier Investment Counselling
California
$242K +$30.5K +144 +13%
EPW
831
Evolve Private Wealth
California
$241K +$259K +1,223 New
HI
832
Horizon Investments
North Carolina
$241K +$79.3K +375 +44%
DC
833
Davenport & Co
Virginia
$241K +$258K +1,220 New
OC
834
Oarsman Capital
Wisconsin
$240K
GSWA
835
Good Steward Wealth Advisors
Tennessee
$239K +$256K +1,212 New
GCP
836
GSA Capital Partners
United Kingdom
$237K -$200K -946 -44%
EWM
837
Empirical Wealth Management
Washington
$235K -$53.3K -252 -17%
FWM
838
Focused Wealth Management
New York
$234K
WB
839
WesBanco Bank
West Virginia
$234K
PFS
840
Prospect Financial Services
New York
$232K -$5.5K -26 -2%
WWM
841
Walser Wealth Management
Florida
$232K +$249K +1,177 New
TCWM
842
Total Clarity Wealth Management
Illinois
$232K -$1.69K -8 -0.7%
RWM
843
Revisor Wealth Management
Ohio
$232K
LAS
844
Legacy Advisory Services
Pennsylvania
$232K -$24.3K -115 -9%
CCA
845
Conestoga Capital Advisors
Pennsylvania
$229K -$124K -585 -34%
FDP
846
Financiere des Professionnels
Quebec, Canada
$228K
KAM
847
Kazazian Asset Management
Florida
$227K -$21.2K -100 -8%
KIM
848
Kestra Investment Management
Texas
$225K +$19K +90 +9%
WIA
849
World Investment Advisors
California
$225K +$242K +1,142 New
MA
850
MCF Advisors
Kentucky
$225K